Capital Research Global Investors

Capital Research Global Investors Portfolio holdings

AUM $542B
1-Year Est. Return 32.05%
 

Capital Research Global Investors (CRGI), a division of Capital Group established in 1931 and headquartered in Los Angeles, California, is a powerhouse in active investment management, overseeing hundreds of billions in assets with a focus on global equity portfolios. Known for its long-term, research-intensive approach, CRGI employs a unique multiple-portfolio-manager system to diversify risk and enhance returns, serving institutional clients, financial advisors, and individual investors through vehicles like the American Funds mutual fund family. The firm’s investment philosophy emphasizes fundamental analysis and a deep understanding of companies worldwide, aiming to identify growth opportunities over extended horizons. As part of Capital Group’s broader mission, CRGI has built a reputation for delivering consistent, value-driven results in the global investment landscape.

This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+32.05%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$542B
AUM Growth
+$8.76B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
465
New
Increased
Reduced
Closed

Top Buys

1 +$4.27B
2 +$2.66B
3 +$1.71B
4
ORCL icon
Oracle
ORCL
+$1.63B
5
NVDA icon
NVIDIA
NVDA
+$1.15B

Top Sells

1 +$3.92B
2 +$2.3B
3 +$2.28B
4
SHOP icon
Shopify
SHOP
+$1.22B
5
LVS icon
Las Vegas Sands
LVS
+$1.09B

Sector Composition

1 Technology 31.36%
2 Healthcare 13.6%
3 Consumer Discretionary 12.13%
4 Financials 10.03%
5 Industrials 9.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
LOPE icon
326
Grand Canyon Education
LOPE
$4.34B
$71M 0.01%
426,644
-9,377
HTHT icon
327
Huazhu Hotels Group
HTHT
$17.2B
$70.7M 0.01%
1,502,500
-4,058,057
FA icon
328
First Advantage
FA
$2.04B
$70.7M 0.01%
4,864,471
-16,389
SRE icon
329
Sempra
SRE
$62.1B
$70.6M 0.01%
800,000
ESAB icon
330
ESAB
ESAB
$7.74B
$69.1M 0.01%
+618,502
EIX icon
331
Edison International
EIX
$28.6B
$68.9M 0.01%
1,148,661
+21,968
DE icon
332
Deere & Co
DE
$168B
$66.4M 0.01%
142,707
+1,214
WCC icon
333
WESCO International
WCC
$14.4B
$66.4M 0.01%
271,476
+1,164
OWL icon
334
Blue Owl Capital
OWL
$7.46B
$64.2M 0.01%
4,299,836
+2,979,567
EHC icon
335
Encompass Health
EHC
$10.7B
$63.4M 0.01%
597,302
-5,219
VIA
336
Via Transportation Inc
VIA
$1.5B
$62.1M 0.01%
2,140,200
+1,297,114
BRK.A icon
337
Berkshire Hathaway Class A
BRK.A
$1.08T
$61.9M 0.01%
82
DNLI icon
338
Denali Therapeutics
DNLI
$3.34B
$61.6M 0.01%
3,729,244
-1,031,614
EZPW icon
339
Ezcorp Inc
EZPW
$1.63B
$61.5M 0.01%
3,167,748
+1,019,622
TTEK icon
340
Tetra Tech
TTEK
$9.26B
$59.6M 0.01%
1,775,766
-11,337
ESTA icon
341
Establishment Labs
ESTA
$2.24B
$58.9M 0.01%
807,826
-6,665
ELF icon
342
e.l.f. Beauty
ELF
$5.59B
$58.3M 0.01%
766,072
+219,840
SAIA icon
343
Saia
SAIA
$10.8B
$57.5M 0.01%
+176,035
SHEL icon
344
Shell
SHEL
$229B
$56.9M 0.01%
773,911
+301
WELL icon
345
Welltower
WELL
$145B
$56.9M 0.01%
306,310
MOG.A icon
346
Moog Inc Class A
MOG.A
$10.8B
$51.2M 0.01%
210,179
+5,830
STEP icon
347
StepStone Group
STEP
$3.77B
$51M 0.01%
794,883
IFF icon
348
International Flavors & Fragrances
IFF
$20.7B
$50.8M 0.01%
753,785
JOE icon
349
St. Joe Company
JOE
$4.03B
$48.9M 0.01%
823,697
-106,521
CCJ icon
350
Cameco
CCJ
$51.5B
$48.5M 0.01%
529,699
+90,948